Compare · 4 funds side by side · dividends reinvested

VUG, OMFS, DFAC and IJH

VUGVanguard×OMFSInvesco×DFACDimensional×IJHiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,689DFAC · best of the four

Story of the four · IncomeMost incomeOMFS · 1.27% · $127 a year on $10k

Story of the four · RiskSmallest drop

VUG, OMFS, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.5

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.5%+17.4%+15.6%+4.7%−9.4%17.0%$258M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: VUG 2004 · OMFS 2017 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,394

VUG

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VUG vs OMFS: Top 5 Holdings

Today

VUG

45.2%in top 5

OMFS

in top 56.7%

VUGStockOMFS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: VUG, OMFS, DFAC, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,575

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureOMFS

+3.4%Year to dateJan 1 → Nov 10+14.5%

+4.2%1 yearTotal return+17.4%

+22.2%3 years · per year$10,000 became $18,230 · $15,454+15.6%

+10.4%5 years · per year$10,000 became $16,394 · $12,575+4.7%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

0.41%Trailing 12-mo yield$41 · $127 a year on $10k1.27%

−15.1%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer17.0%

VUGOMFS Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5OMFS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5SSREF1.3%

not top 5TRNO1.2%

not top 5EAT1.2%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VUG vs OMFS Returns, Every Period

5Y

VanguardVUG

+10.4%

5 years, per year

OMFSInvesco

+4.7%

5 years, per year

VUGOMFSFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VUG vs OMFS

YTD

VanguardVUG

+3.4%

OMFSInvesco

+14.5%

+3.4%Year to date+14.5%

−15.1%Worst drop · 1Y−9.4%

19.1%Volatility · 1Y17.0%

0.4%Yield1.3%

$233BAssets$258M

4–0OMFS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: VUG, OMFS, DFAC, IJH

1Y

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

IJH1.22%$122

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

OMFS$127 − $39 = $88

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VUG, OMFS, DFAC, IJH

Today

35.8%most shared, VUG and DFAC

VUGOMFSDFACIJH

VUG—0.0%35.8%0.0%

OMFS0.0%—7.5%7.5%

DFAC35.8%7.5%—11.5%

IJH0.0%7.5%11.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.4%OMFS, at 17.0% volatility

DFACWorst drop−8.5%13.0% vol

IJHWorst drop−8.8%15.7% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAC

+14.5%Year to date+13.7%

1.3%Yield0.9%

+17.4%Past year+16.9%

0.39%Fee0.21%

3–1OMFS wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VUG, OMFS, DFAC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four